Kellie Marie Masters
Oficial de Cumplimiento en Wealth Advisors of Iowa LLC .
Cargos activos de Kellie Marie Masters
Empresas | Cargo | Inicio | Fin |
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Wealth Advisors of Iowa LLC
Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Oficial de Cumplimiento | 01/12/2019 | - |
Historial de carrera de Kellie Marie Masters
Formación de Kellie Marie Masters.
Iowa State University | Undergraduate Degree |
University of Iowa | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Wealth Advisors of Iowa LLC
Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Finance |
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